Theodore C. Poppe

GREY FOX WEALTH ADVISORS

Rockland, DE 19732

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CRD#: 6547029

Professional summary

Theodore Christian Poppe, who also goes by Theodore Poppe, is a registered financial advisor currently at GREY FOX WEALTH ADVISORS, LLC located in Rockland, Delaware.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Theodore has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Theodore Poppe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Christian Poppe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 27, 2023 - Present

GREY FOX WEALTH ADVISORS, LLC

Office #1: 100 South Rockland Falls Road, Rockland, DE 19732

RIA

CRD#: 307172

Rockland, DE

Past

January 17, 2023 - July 12, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

Berwyn, PA

Past

January 10, 2022 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

Berwyn, PA

Past

October 19, 2020 - December 31, 2021

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

BERWYN, PA

Past

October 6, 2017 - October 16, 2020

BRINKER CAPITAL INC

RIA

CRD#: 111743

BERWYN, PA

Past

August 23, 2017 - July 12, 2023

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

March 6, 2017 - July 7, 2017

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300

Charlotte, NC

Past

November 24, 2015 - March 6, 2017

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREY FOX WEALTH ADVISORS, LLC

CRD#: 307172 / SEC#: 801-122007

RIA

Registered Investment Advisory firm - (8/2/2021 Approved)

Delaware

Registered Investment Advisory firm - (9/13/2021 Terminated)

Michigan

Registered Investment Advisory firm - (9/10/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/10/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(7/31/2023)

IAR

Pennsylvania
(5/14/2024)

IAR

Texas
(7/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/6/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/11/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/22/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GREY FOX WEALTH ADVISORS, LLC

CRD#: 307172 / SEC#: 801-122007

RIA

Registered Investment Advisory firm - (8/2/2021 Approved)

Delaware

Registered Investment Advisory firm - (9/13/2021 Terminated)

Michigan

Registered Investment Advisory firm - (9/10/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/10/2021 Terminated)

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Contact information

Main Address

100 South Rockland Falls Road, Rockland, DE 19732

Mailing Address

Po Box 318, Rockland, DE 19732

Phone number

(302) 482-3211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREY FOX WEALTH DISCLOSURE BROCHURE (9/12/2025)

Regulatory assets under management

Total Number of Accounts	1,199
AUM (Assets Under Management)	$ 544,140,011

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Theodore C. Poppe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Christian Poppe's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

BRINKER CAPITAL INC

BRINKER CAPITAL SECURITIES, LLC

BRIGHTHOUSE SECURITIES, LLC

METLIFE INVESTORS DISTRIBUTION COMPANY

Primary Firm SEC Registration

GREY FOX WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2017

Series 63

Date: 12/11/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2017

Series 6

Date: 11/22/2015

Current Firm

GREY FOX WEALTH ADVISORS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREY FOX WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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